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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-15
UT RA APPROVED 2021-09-02
  • TX RA
    APPROVED
    Since 2021-09-15
  • UT RA
    APPROVED
    Since 2021-09-02

Branch Locations

2380 Washington Blvd, Ogden, UT 84401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 08/2020 Present
Unemployed Ogden UT 06/2020 08/2020
Deloitte Salt Lake City UT 06/2015 06/2020
Bank Of America, N.A. Ogden UT 10/2023 Present
Other Businesses

I*1957258, Entity Type: Private Foundation Name: Song Summit Foundation Address: Park City, UT 84098 Investment Related: No Position, Title, Association: Tent Manager Employee Start Date: 08/15/2024 No Hours: 18 hrs yearly No Hours during trading: 6 hrs annually Duties: Song Summit Foundation, a not-for-profit organization, is dedicated to utilizing music's unique ability to promote healing, wellness, and education. As the Foundation Tent Manager at the Park City Song Summit, I would managing the activities in the foundation's tent which will include setting up tent, selling items, assist foundation members, set-up for discussions, manage tambourine painting, meet & greet speakers, maintain comment box, and general hospitality. I*2856265 Entity Type: N/A Name of OBA: Weber Ogden Chamber of Commerce Address:Ogden Utah Investment Related:No Position, Title, Association:Committee,Board Member Start Date:12/10/2025 No Hours: 5 Monthly No Hours during trading:5 Monthly Duties:Networking I have applied and was accepted for the Women in Business Executive Committee within the Chamber. They have monthly membership meetings and monthly committee meeting. Committee responsibilities could included speaker selections for luncheons, networking, scholarship selections, event planning, newsletters, and service projects I*5336268, Entity Type: Entity Charitable, Name of OBA: Ogden Nature Center, Address: Ogden, Utah, 84404, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 01/01/2027, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member supporting the mission of the non-profit,The Ogden Nature Center was organized as a non-profit corporation on May 19, 1975, to provide a center for nature education, science, cultural connection, recreation and quiet contemplation of the natural world. For nearly 50 years we have united people with nature by advancing and preserving the natural and cultural history of this 152 acre nature-preserve.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-01
  • S66 Uniform Combined State Law Examination
    2021-09-01

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